The cleverbridge platform is designed to work with customer relationship management (CRM) provider Salesforce.com. The cleverbridge platform can be linked to Salesforce using an API so that incoming purchases and partner registrations are automatically pushed to the Salesforce database.
This integration works only with Salesforce Enterprise edition.
To use this integration you must have the cleverbridge ecommerce CRM connector installed in Salesforce, which links the two systems. For more information about this API, contact Client Experience.
This integration follows the standard Salesforce look and feel and renders as a custom related list in the account record. The integration of the Commerce Assistant and Salesforce accomplishes the following:
Purchases and their updates are automatically pushed to Salesforce.
Incoming purchases will either automatically create a new account or contact in Salesforce, or they will be assigned to an existing account or contact. For this, cleverbridge applies smart matching algorithms.
Every transaction record has a status. The statuses used in the cleverbridge system and linked to Salesforce are:
- Awaiting offline paymentOffline payment stands for a group of payment options. With the order confirmation, the customer receives a link with information on how to make the payment. Ordered products are delivered as soon as cleverbridge receives a payment confirmation from the payment provider.
- Partially refunded
- Successful test order
- Test order refunded
- Test order partially refunded
The status is updated automatically through purchase events and these updates are pushed to Salesforce.
Price quotes created with the cleverbridge platform are automatically pushed to Salesforce and will be converted to a paid transaction if the customer accepts the quote.
New and updated partners are automatically pushed to Salesforce.
If a partner signs up using the cleverbridge signup process, the information about the partner is automatically pushed to Salesforce. In this case, the cleverbridge system tries to link the partner to an existing account in Salesforce. A new record is only created if it cannot be matched with an existing one.
cleverbridge offers a system for automatic opportunity management. For every transaction, one opportunity is automatically created and connected to the account.
A second opportunity is created for a product that meets a set of criteria defined in the cleverbridge system. An example is when a customer purchases a one-year license; the system automatically creates an opportunity for the respective sales person 11 months after the initial purchase. It is the salesperson’s task to convert this opportunity by convincing the customer to renew the license before the existing one expires.